Top 50 New World Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 78.02% | 2.78M | $443.8M | -2.90%(-82.86K) | $42.35(+247.20%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.73% | 76.0K | $49.7M | -13.14%(-11.50K) | $527.29(+41.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.47% | 32.8K | $8.3M | -7.51%(-2.67K) | $123.24(+142.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.19% | 38.8K | $6.8M | -10.84%(-4.71K) | $142.10(+58.93%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.16% | 52.9K | $6.6M | -17.14%(-10.95K) | $110.21(+22.75%) | 2026-03-31 | |
| EFV | ISHARES TR | 0.91% | 69.9K | $5.2M | +109.81%(+36.56K) | $48.97(+60.39%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.68% | 10.5K | $3.9M | -23.77%(-3.28K) | $334.60(+21.10%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.65% | 17.6K | $3.7M | -9.26%(-1.80K) | $141.15(+91.38%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 0.46% | 9.2K | $2.6M | -2.38%(-224) | $143.53(+180.51%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.42% | 14.2K | $2.4M | -3.72%(-549) | $85.52(+77.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.50% | +92.99% |
| Top 20 Holdings Unweighted | +16.70% | +58.93% |
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